Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTTBX (MFS LIFETIME 2025 FUND B) | -0.38% | 4.68% | 6.31% | 2.14% | 4.87% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTTBX (MFS LIFETIME 2025 FUND B) | 11/05/2012 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.68 | 6.31 | 2.14 | 4.87 | NA | NA | … | … | -0.38 | 8.16 | 5.60 | 9.34 | -13.19 | 7.45 | 9.55 | 16.65 | -4.96 | 12.19 | 6.47 | -1.47 | 3.30 | 16.35 | 1.31 |
| Sharpe Ratio | NA | 0.40 | 0.56 | -0.06 | 0.44 | NA | NA | … | … | -0.51 | 1.06 | 0.42 | 0.94 | -1.51 | 1.47 | 0.65 | 3.15 | -0.92 | 3.34 | 0.80 | -0.18 | 0.49 | 2.13 | 1.06 |
| Standard Deviation(%) | NA | 5.10 | 5.46 | 6.47 | 7.33 | NA | NA | … | … | 6.66 | 5.01 | 4.71 | 6.11 | 9.73 | 5.06 | 14.15 | 4.82 | 6.95 | 3.47 | 7.81 | 8.18 | 6.74 | 7.66 | 8.43 |
| Draw Down(%) | NA | 3.96 | 6.07 | 17.69 | 19.46 | NA | NA | … | … | 3.96 | 4.60 | 2.71 | 6.07 | 17.23 | 2.59 | 19.46 | 2.11 | 10.00 | 1.32 | 6.08 | 8.24 | 5.67 | 6.05 | 3.10 |
| Yield(%) | 0.00 | 5.99 | 4.73 | 4.32 | 4.16 | 3.71 | 2.78 | … | … | 0.00 | 6.16 | 5.56 | 2.14 | 3.85 | 6.36 | 1.84 | 3.17 | 2.98 | 2.79 | 3.23 | 2.20 | 1.77 | 1.23 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTTBX (MFS LIFETIME 2025 FUND B) |
-0.46%
Apr 2021 – Apr 2024 |
2.21%
May 2021 – May 2026 |
3.53%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTTBX (MFS LIFETIME 2025 FUND B) |
11.15%
Dec 2018 – Dec 2021 |
8.33%
Feb 2016 – Feb 2021 |
5.96%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart